Connect Pennylane to Reportly

Read-only access 8 scopes About 2 minutes

Bring your Pennylane accounting data into Reportly for financial reporting. Reportly connects with read-only access: it only reads data, and never creates, modifies or deletes anything in your Pennylane account.

How to connect

  1. 1

    Sign up

    Email, Google, Slack or Notion

    app.reportly.fr/auth/signup
  2. 2

    Find Pennylane and connect

    In your workspace

    Integrations›Browse›Pennylane
  3. 3

    Approve read-only access

    On Pennylane's consent screen

    journals:readonly·ledger_entries:readonly·ledger_accounts:readonly·trial_balance:readonly·bank_accounts:readonly·fiscal_years:readonly·categories:readonly·exports:agl
  4. 4

    Watch the sync run

    Starts automatically, live progress

    Active Connections·syncing
  5. 5

    Open your reports

    P&L, balance sheet, cash flow

    Reports›Financial

What Reportly accesses

Read-only only. Reportly never writes to Pennylane. Scopes requested:

journals:readonly ledger_entries:readonly ledger_accounts:readonly trial_balance:readonly bank_accounts:readonly fiscal_years:readonly categories:readonly exports:agl

What you get

P&L and balance sheet
Cash flow and ratios
Entries and general ledger
Trial balance and bank accounts

Ready to connect Pennylane?

Create your Reportly account and link Pennylane in a couple of minutes.

Request early access

Need help? Email support@reportly.fr or visit our contact page.